Amwell Reports Q2 EPS Below Expectations, Revenue Exceeds Estimates

Amwell reported Q2 EPS of $1.24, beating consensus estimates of $1.11. The company also reported Q2 revenue of $70.9M, exceeding consensus estimates of $63.93M. Total visits were 1.2M in Q2. The results demonstrate the growing demand for telemedicine services and Amwell's ability to meet this demand.

Amwell, 8×8, Expeditors International, Avanos Medical, and Jazz Pharmaceuticals have recently reported their Q2 2025 earnings, offering insights into the financial health of various sectors including telemedicine, logistics, and medical technology.

Amwell
Amwell, a leading telemedicine provider, reported Q2 EPS of $1.24, surpassing analysts' consensus estimates of $1.11. The company also achieved Q2 revenue of $70.9 million, exceeding the consensus estimate of $63.93 million. Total visits reached 1.2 million, highlighting the growing demand for telemedicine services and Amwell's ability to meet this demand [1].

8×8
8×8, a provider of unified communications and collaboration solutions, expects Q2 EPS to be between 6c and 8c, compared to the consensus estimate of 9c. The company forecasts Q2 revenue to be between $175M and $180M, slightly below the consensus estimate of $179.5M [2].

Expeditors International
Expeditors International reported a notable increase in earnings per share (EPS) and revenue for the second quarter of 2025. The company's EPS for the period was $1.34, a 7.2% year-over-year (YoY) increase compared to the same period last year, exceeding the analysts' consensus estimate of $1.24 per share [1]. Revenue surged by 12% YoY to $4.4 billion, driven by strong growth in both airfreight and ocean freight volumes. Despite the increase in volumes, airfreight revenue per weight decreased by 1% YoY, and ocean revenue per container decreased by 2% YoY, reflecting the company's efforts to manage costs and optimize its revenue streams. The company's earnings for the second quarter of 2025 were $183.57 million, a 4.5% increase from the same period last year. This performance was achieved despite the challenges posed by fluctuating global trade dynamics and geopolitical uncertainties [1].

Avanos Medical
Avanos Medical reported GAAP revenue of $175.0 million in Q2 2025, beating analyst estimates by $9.5 million. The company's adjusted earnings per share (EPS) dropped 50% year over year, impacted by higher tariffs, pricing pressure, and a goodwill impairment. Management reaffirmed its full-year 2025 revenue and adjusted diluted EPS guidance despite ongoing tariff and margin headwinds. The Specialty Nutrition Systems segment continued as Avanos’s leading segment, with sales rising to $102.7 million, up 5.1% from the prior year. The Pain Management & Recovery segment delivered $61.0 million in GAAP sales, a 2.9% rise. However, a significant nonrecurring item, a $77.0 million goodwill impairment in the Pain Management & Recovery segment, resulted in a GAAP operating loss of $74.5 million. Despite these challenges, Avanos reduced net debt, ending the quarter with $90.3 million in cash and $105.1 million in debt as of June 30, 2025 [2].

Jazz Pharmaceuticals
Jazz Pharmaceuticals reported GAAP revenue of $1.05 billion, rising 2% from the same period last year, but slightly under the $1.05 billion analyst estimate (GAAP revenue). Non-GAAP earnings per share (EPS) were $(8.25), falling short of the consensus non-GAAP EPS estimate of $(7.61), mainly because of a $905.4 million one-time charge linked to the acquisition of Chimerix and its pipeline drug dordaviprone. While Neuroscience product sales showed positive trends, especially from its key Xywav and Epidiolex franchises, some oncology products continued to face competitive and protocol-driven headwinds. Overall, the period highlighted steady top-line growth, heavy non-recurring expenses, and a continued pivot toward portfolio diversification [2].

References:
[1] https://www.ainvest.com/news/expeditors-q2-eps-1-34-yoy-growth-36-2508/
[2] https://www.nasdaq.com/articles/avanos-medical-avns-q2-revenue-2